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On January 14, 2026, the White House issued a presidential proclamation that immediately shook the global electronics industry: the United States is now imposing 25% tariffs on semiconductors transiting through American soil before being re-exported. A decision with direct consequences…
After two years of turbulence — marked first by the great post-pandemic shortage of 2021-2022, then by a severe inventory correction cycle in 2023-2024 — the global electronic components industry enters 2025 in a particular state of mind: cautious, but…
The third quarter of 2024 will be remembered as a turning point for the semiconductor and electronic components industry. Between record-breaking sales, major restructurings and persistent geopolitical tensions, here are the events that shaped the sector between July and September…
The second quarter of 2024 will be remembered as a pivotal period for the global electronics industry. From historic industrial announcements to record-breaking financial results and escalating geopolitical tensions, the three months from April to June 2024 outlined the shape…
After two years of unprecedented supply chain disruption, the electronic components industry is breathing again. Average global lead times have fallen below 14 weeks — a threshold last seen before the Covid crisis sent the entire industry into a prolonged…